Onboarding Technician

Onboarding Technician

Position Overview:

The Onboarding Technician provides essential technical and configuration support to the Onboarding team

for the successful implementation of our web-based case and document management system, Equinox. This

role is primarily focused on system setup, data preparation, environment configuration, and internal

documentation. Working behind the scenes, the Onboarding Technician ensures all foundational system

elements are accurately configured in accordance with client requirements and internal standards.

This role works closely with the Senior Onboarding Technician and Onboarding Specialists to keep

implementation projects on track, contributing to a seamless client experience.

Principal Duties & Responsibilities:

• Support the Onboarding team in the technical implementation and configuration of Equinox systems
• Create, configure, and maintain trial and production environments based on project scope and client

requirements

• Manage and track extension request and changes to trial environments
• Collaborate with the Senior Onboarding Technician to ensure timely completion of technical milestones
• Conduct thorough quality checks on configurations to ensure accuracy and consistency
• Maintain and update internal documentation and configuration reference materials
• Identify and recommend improvements to onboarding tools, templates, and workflows
• Provide timely responses to technical setup inquiries from internal stakeholders
• Work on special projects and other duties as assigned by management

Qualifications & Skills:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The

requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable

accommodation may be made to enable individuals with disabilities to perform the essential function.

Education and Experience: Associate's degree in Information Technology, Computer Science, Business

Administration, or a related field required; Bachelor's degree preferred. Or an equivalent combination of

education, training and experience which provides the following knowledge, skills, and abilities:

• 1 – 2 years of experience in a technical support, onboarding, or systems configuration role (SaaS

environment preferred)

• Strong technical aptitude and the ability to learn complex systems and configuration logic
• Familiarity with administrative-level software configuration a plus
• Experience with Microsoft Office, particularly Excel, required
• Excellent attention to detail and a strong focus on accuracy
• Well-organized and able to manage time effectively to meet project deadlines
• Problem-solving mindset with the ability to work through technical or procedural challenges
• Strong written and verbal communication skills
• Able to follow standard operation procedures (SOPs) while identifying areas for improvement
• A team-oriented mindset and a willingness to collaborate
• Fluency in both English and Spanish required; fluency in a third language is a plus

Physical/Sensory/Mental Demands:

The work environment characteristics described here are representative of those an employee encounters while

performing the essential functions of this job. Reasonable accommodation may be given to individuals with

disabilities to perform the essential functions.

• Consistently standing and/or sitting with the ability to meet with other team members
• Consistently operating a computer and other office productivity machinery
• Remembering names and details
• Maintain confidentiality of all information that is or will be confidential and proprietary to Questel or

Questel's clients